Valtinson Bruner Financial Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,215,564
-83.6%
49,941
-81.8%
0.66%
-84.3%
Q1 2022$7,406,000
-5.3%
274,514
+4.0%
4.24%
-1.0%
Q4 2021$7,820,000
-24.8%
264,020
-24.7%
4.28%
-24.9%
Q3 2021$10,395,000
+1.3%
350,708
+3.4%
5.71%
-2.7%
Q2 2021$10,263,000
-19.0%
339,149
-19.9%
5.86%
-21.4%
Q1 2021$12,666,000
-20.4%
423,603
-18.7%
7.46%
-25.3%
Q4 2020$15,915,000
+6.5%
520,937
+6.5%
9.98%
-4.7%
Q3 2020$14,945,000
-9.4%
489,193
-7.5%
10.47%
-10.7%
Q2 2020$16,501,000
+3.9%
528,878
+1.6%
11.73%
-8.4%
Q1 2020$15,877,000
+11.7%
520,371
+8.1%
12.81%
+25.5%
Q4 2019$14,217,000
-18.5%
481,458
-18.6%
10.20%
-28.2%
Q3 2019$17,444,000591,51214.21%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 3,111,621$86,472,00017.38%
RESTON WEALTH MANAGEMENT LLC 1,111,731$30,895,00015.85%
Capitol Family Office, Inc. 541,345$15,044,00012.11%
TOBIAS FINANCIAL ADVISORS, INC. 1,256,928$34,930,00012.05%
Stadion Money Management, LLC 7,197,825$200,028,00011.37%
Boston Standard Wealth Management, LLC 1,281,117$35,602,000,00010.21%
Rinkey Investments 387,302$10,254,00010.13%
WALLER FINANCIAL PLANNING GROUP, INC 1,361,419$37,834,00010.02%
Astoria Strategic Wealth, Inc. 919,165$25,544,00010.02%
Weitzel Financial Services, Inc. 558,032$15,507,709,0009.91%
View complete list of SPDR SER TR shareholders